Advisor at Bright Investments, LLC
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Firm
Bright Investments, LLC
Location
Auburn, AL 36832
Credentials
CFA®, Series 63
Industry experience
10 years
Thomas Kucera is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Bright Investments, LLC since 2015. He holds a Series 63 license and is based in Auburn, Alabama. Bright Investments is a five-advisor team managing approximately $140 million for institutional and private clients, including endowments, foundations, pension plans, trusts, banks, corporations, and individuals. The firm employs a value-oriented, bottom-up fundamental research approach focused on mid- to large-cap quality businesses across core U.S. sectors, offering both discretionary asset management and project-based financial planning services.
$0 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001 - $50,000,000: 0.95% $50,000,001+: 0.75%
Account minimum: $5,000,000 (subject to negotiation)
570 Devall Drive, Suite 303
Auburn, AL 36832
Alabama
Bright Investments, LLC
2015 - Present (11 years)
Bright Investments, LLC
2015 - Present (11 years)
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Other specialized services
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